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Investment Centers of America’s Wheaton Precious Metals WPM Stock Holding History

Investment Centers of America’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-11,676
Closed -$243K – 660
2017
Q1 		$243K Sell
11,676
-27
-0.2% -$561 0.02% 523
2016
Q4 		$227K Buy
11,703
+3,969
+51% +$82.7K 0.02% 521
2016
Q3 		$208K Sell
7,734
-2,604
-25% -$71.6K 0.02% 480
2016
Q2 		$243K Buy
+10,338
New +$199K 0.03% 410

Other funds holding WPM

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investment Centers of America's WPM Position: Q2 2017 in Review

Investment Centers of America sold out of Wheaton Precious Metals (WPM) in Q2 2017, closing a stake of 11,676 shares — an estimated $243K sold.

Investment Centers of America first reported a position in WPM in Q2 2016 and held it in 4 quarters. The position peaked at $243K in Q1 2017. 313 funds tracked by Wall St. Rank hold WPM as of Q2 2017.

  • Investment Centers of America reported no remaining Wheaton Precious Metals position as of Q2 2017 after selling out during the quarter.
  • Investment Centers of America sold 11,676 Wheaton Precious Metals shares in Q2 2017, an estimated $243K.
  • Investment Centers of America first reported a position in Wheaton Precious Metals in Q2 2016 and held it in 4 quarters.
  • Investment Centers of America's Wheaton Precious Metals position peaked at $243K in Q1 2017.
  • 313 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2017.

Based on Investment Centers of America's 13F filing for Q2 2017, filed 11 Aug 2017.